[Markets]
• Cryptocurrency: Bitcoin Nears $50,000 as It Hits a Record in Weekend Action
[Indicators]
• US Feb. Consumer sentiment: U.S. Consumer Sentiment Falls in Early February
• US Weekly Rig count: U.S. drillers add oil and gas rigs for 12th week in a row -Baker Hughes
• US Q1 GDP Nowcast: Feb 12, 2021: New York Fed Staff Nowcast
• China Jan. Oil imports: China Imports 11.12 Million Bpd Of Oil In January
• India Dec. Industrial production: Industrial production grows by 1 pc in December
• India Jan. CPI: Retail inflation eases to 4.06% in January
• Russia Benchmark rates: Russia Ditches Rate Cuts as Recovery Adds to Inflation Pressures
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
[News]
• WP: Oxford-AstraZeneca begins a vaccine trial for children. It’s the youngest group yet to be tested.
• Reuters: BOE's Haldane predicts possible double-digit annual growth rate in UK a year ahead: Daily Mail
• SCMP: China food security: time to boost domestic output as focus on imports ‘fundamentally incompatible’
• Nikkei Asia: Earthquake rocks Japan off coast of Fukushima Prefecture
• Nikkei Asia: Japan quake brings back memories of deadly 2011 tsunami
• Nikkei Asia: Will Tesla's backing help to spin bitcoin into gold?
• Japan Times: Closing a factory, the Toyota way
• 매경(P1): 트럼프가 엎은 주한미군 분담금 13% 인상되나…다년 계약 유력
• 매경(P1): LG·SK 배터리 분쟁에 속타는 美포드
• 매경(P1): "어라 급매물 있네"…2.4대책후 송파구 아파트 매물 늘었다
• 매경(P1): 文대통령 설날 메시지 "마스크 벗는 새해되길"
• 매경(P1): 연휴 첫날 403명 심상찮은 확산세
• 매경(P1): LG 웃은 '배터리 소송'…SK 2주내 합의 나설 듯
• 매경(P1): "서빙 로봇이 더 잘해요" 작년 216만명 일자리 잃었다
• 매경(P1): [단독] 급하다던 작년 추경 52조…반도 못쓴 사업 54개 달해
• 매경(P1): 유통 메기' 11년만에…쿠팡, 55조 공룡 된다
• 매경: 1조 충전하는 쿠팡, 물류센터 공격적 투자
• 매경: 작년 상속·증여세수 사상 최대 10조원
• 한경(P1): 코로나發 빅뱅…'1산업 1기업'만 살아남는다
• 한경: "공정위, 독과점규제 잣대 바꿔야 할 때"
• 서경(P1): 4차 재난지원금 최대 15조···선거 앞둔 3월 말 선별 지급
• 조선(P1): [NOW] 테슬라 탄 국민연금, 3조원 돈방석
• 조선(P1): 가족모임 막은 설… 제주 15만명 몰려
• 조선비즈: 정부, 내일 AZ 백신 등 2~3월 접종 계획 발표
• IT조선: 디지털트윈 뜨지만 韓 시장엔 외산만 득실
• 중앙(P1): 거리두기 낮추는데 집단감염…3차유행도 추석 한달뒤 왔다
• 동아: “한국 방위비분담금 13% 인상 의견접근”
• 동아: 코로나로 작년 항공여객 68% 줄어
• 한국(P1): 커지는 '현금청산' 논란... 2·4 대책에 부동산 시장 '뒤숭숭'
• 세계(P1): “과열 맞지만 버블 아냐… 상승 여력 충분” [코스피 3000시대]
• 세계(P1): 28.2% → 32.9%…서울 아파트 반전세 증가
• 머니투데이: "애플카 연연할 필요없다" 전기차 '마이웨이' 가는 현대차·기아
• 머니투데이: 국토부, 쪽방촌 주민에 공공임대 6000가구 우선 지원
• 머니투데이: 3조원 자구안 숙제' 푼 두산, 그룹 재건 시나리오는
• 머니투데이: [단독]녹색기준 적용 EU금융 프로젝트, KB금융 국내유일 참여
• 파이낸셜뉴스(P1): 반도체 '슈퍼 호황'… 삼성전자 역대급 채용
• 파이낸셜뉴스: "반도체 슈퍼사이클 온다" 불붙은 D램 인재 쟁탈전
• 파이낸셜뉴스: 美·유럽 '반도체 홀로서기' 박차… 中 제재 지속땐 한국 반사익
• 파이낸셜뉴스: 4대그룹 시총 올들어 4% 늘었다
• 파이낸셜뉴스: 한국GM, 감산 연장… 르노삼성은 노사갈등
• 파이낸셜뉴스: ESG경영 닻 올린 네이버-카카오, 그린IT 물결 일으킨다
• 파이낸셜뉴스: 서경:
• 디지털타임스(P1): 반도체부터 정유·철강까지…껑충 뛰는 원자재값
• 이데일리(P1): 2·4대책에도…“서울 집값, 상반기에 2~3% 더 오를 것”
• 이투데이: 실적 전망 발표한 상장사들…“코로나에도 우린 간다”
• 이투데이: "2030년 태양광 발전단가, 현재보다 36% 싸질 것"
• 아주경제: ESG 뜨자… 채권 시장, '그리니엄'에 촉각
• Power Engineering: FERC: Renewables account for 78% of U.S. capacity additions in 2020
• 에너지경제: 북원추 논란, 북한 원자력 발전 도입 가능한가?
• 에너지경제: ‘북원추’논란…탈원전, 결국 국방·안보까지 악영향
• 에너지경제: 생태계 줄파괴, 미래지향적 에너지정책 필요
• 에너지경제: 전기차 폐배터리는 숨은 금맥
• 에너지경제: 글로벌 폐배터리 시장 2030년 20조원
• For Construction Pros: Average Rental Revenue Declined 1.5 Percent Y/Y in Q4, Baird/RER Survey Says
• OilPrice.com: Does Biden Know What’s Best For Texas?
• OilPrice.com: Investors Are Looking Long Term In LNG Markets
• MINING.com: RANKED: World’s top 10 copper projects
• 전자신문(P1): 작년 투자 실적 '0'...무늬만 '액셀러레이터' 판친다
• 전자신문: [이슈분석]한국 5G, 압도적 세계1위 '초격차' 이어간다
• 전자신문: [이슈분석]한국 5G, 2022년 전국망 완성
• 전자신문: 中, 글로벌 IT기업 규제 나서...韓, 부처간 '혼선'
• ZDNet Korea: "우리 대기업들이 '갑자기' 달라졌어요”.
• 디지털데일리: 차량용 반도체 부족, 파운드리 투자로 해결될까 [IT클로즈업]
• 디지털데일리: 코로나가 앞당긴 SaaS 시대…클라우드로 무게중심 이동
• Phone Arena: Huawei founder and CEO says Apple makes the best 5G phones
• Network World: AMD builds momentum in server market
• Robotics Tomorrow: Ways Robotics Are Revolutionizing Construction Sites
• Robot Report: Odense robotics cluster flourishing despite pandemic
• 로봇신문: [특집]로봇기업 신년 계획 ④㈜티로보틱스
• 로봇신문: 중국 쇼핑몰에 '신년 세배 로봇' 등장
• Economic Times: India is actually a red-hot investment opportunity for its clean energy transition: John Kerry
• Economic Times: Fiscal support measures to stay to ensure growth: FM Nirmala Sitharaman
• Economic Times: Government eases curbs on steel for highway construction to reduce cost
• Business Standard: Expectations of GDP growth in Q3, Q4 becoming strong: PHDCCI
• Moscow Times: Russia’s Agricultural Sector Boosts Output Despite Pandemic
• Viet Nam News: Real estate appeal remains amid tumult
[Opinions]
• Project Syndicate(Nina L. Khrushcheva): Can Navalny Take Down Putin?
• Project Syndicate(Willem H. Buiter): Schrödinger’s Bitcoin
• FT(Editorial Board): Donald Trump’s tarnished acquittal
• FT(Editorial Board): Why the world needs a Covid-19 exit strategy
• FT(Editorial Board): The problem with a new way to make a livin’
• FT(Ruchir Sharma): Emerging nations are better equipped to survive the pandemic’s economic shock
• FT(Rana Foroohar): Bitcoin’s rise reflects America’s decline
• FT(John Gapper): We need a remedy for the vaccine data epidemic
• FT(Martin Sandbu): The moment of danger for Europe will be when the recovery starts
• FT(Colby Smith): Markets brimming with investor optimism on US economy
• FT(Michael Mackenzie): Commodity rally raises hopes of new bull run
• FT(Jonathan Ford): Tech companies should avoid pushing pointless power hungry applications
• FT(Merryn Somerset Webb): Is the party over for top tech stocks?
• FT(Thant Myint-U): Myanmar’s youth hold the country’s future in their hands
• FT(Tom Braithwaite): Vaccinations mean vacations, at least for some
• FT(Lex): Apple/Nissan: check your privilege
• WSJ(Jonas Parello-Plesner): An ‘Economic Article 5’ to Counter China
• WSJ(Ankush Khardori): Everybody Calm Down About GameStop
• WSJ(Allysia Finley): As Covid Evolves, Treatments May Prove as Important as Vaccines
• WSJ(Rahm Emanuel): Why Joe Biden Needs Bipartisanship
• NYT(Editorial Board): Many Jobless Workers Aren’t Getting Help
• NYT(Editorial Board): Trump Is Guilty
• NYT(Paul Krugman): Biden Is the Big Spender America Wants
• NYT(David Brooks): The Coming Technology Boom
• NYT(Frank Bruni): Trump’s Republicans, Brought to Their Knees
• NYT(Keith Olbermann): Is This the End of Obsessively Hating Donald Trump?
• NYT(Taige Jensen): Trump Attacked Our Government From the Inside. Should We Have Been Surprised?
• NYT(Eric Kaufmann): How Stable Is the Democratic Coalition?
• NYT(Peter Wehner): If Republicans Don’t Disown Trump, He Will Continue to Own Them
• WP(Editorial Board): The people of Myanmar have been robbed of their democracy. But they aren’t giving up.
• WP(Editorial Board): Trump’s lawyers had no defense because there is none
• WP(Editorial Board): 57 senators got it right. But the Senate has more work to do.
• WP(Editorial Board): The WHO investigation into the coronavirus origin must be free of China’s meddling
• WP(Editorial Board): This harrowing story should force lawmakers to reform Section 230
• WP(Editorial Board): 57 senators got it right. But the Senate has more work to do.
• WP(David Ignatius): Biden’s ambitious plan to push back against techno-autocracies
• WP(Dana Milbank): Trump left them to die. 43 Senate Republicans still licked his boots.
• WP(Paul Waldman): Bring on Infrastructure Week!
• WP(Greg Sargent): The massive GOP betrayal of our democracy requires a forceful Democratic response
• WP(Helaine Olen): No, Dave Ramsey, needing a $1,400 stimulus check doesn’t mean you messed up
• WP(Fareed Zakaria): On the domestic front, Biden is all ambition. Why not on foreign policy?
• WP(Alex Tabarrok): Vaccinate faster by changing the rules
• WP(Azeem Ibrahim): Why Aung San Suu Kyi has become a problem for democracy in Myanmar
• WP(Laura Beers): The Senate acquitted Trump. But his impeachment may yet make a major impact.
• Bloomberg(John Authers): Bonfire of the Shorts Is a Precedent-Busting Black Swan
• Bloomberg(Robert Burgess): Most Important Number of the Week Was 1.4%
• Bloomberg(Julian Lee): Oil Price Targets Would Make a Far Better Goal
• Bloomberg(Brooke Sutherland): Factory Workers Know How to Speed Up Covid Shots
• Bloomberg(Jonathan Bernstein): Three Things We’ve Learned From Trump’s Second Impeachment
• Bloomberg(Jonathan Bernstein): For Trump, No Conviction — But a Historic Repudiation
• Bloomberg(Andreas Kluth): Smell in the Time of Covid
• Bloomberg(Lionel Laurent): The City of London Fails to Take Back Control After Brexit
• Bloomberg(Lionel Laurent): The Big Question: Can France Catch Up in the Covid Vaccine Race?
• Bloomberg(Ferdinando Giugliano): Mario Draghi Puts Italy at the Grown-Ups' Table
• Bloomberg(Alex Webb): Europe Doesn’t Need a $30 Billion White Elephant
• Bloomberg(Stephen L. Carter): What if Artificial Intelligence Decided How to Allocate Stimulus Money?
• Bloomberg(Max Hastings): There Will Always Be an England, But Not a U.K.
• Bloomberg(Matthew Yglesias): The Magic of a Full-Employment Economy
• CNBC(Jan Rybnicek): Recent antitrust proposals could ‘throw sand in the gears’ of economic recovery by stalling M&A
• CNBC(Shannon Saccocia): Digital engagement matters to companies – and their investors – in a post-pandemic world
• CNN(Stephen Cockburn): To stop the global pandemic, rich countries need to stop hoarding vaccines
• CNN(David Axelrod): This was no triumph for Trump
• MarketWatch(Thomas J. Duszynski): The U.S. is getting plenty of COVID-19 vaccines, but you still won’t have a normal summer
• MarketWatch(Mark Blyth): Stimulus checks are so 19th Century: Give Americans automatic, electronic cash
• Fox News(Newt Gingrich): Joe Biden is Trumpism's best asset -- why do Washington elites find this so hard to understand?
• Fox News(Justin Haskins): Biden's Made in America order – here's what part of America he's talking about
• Reuters(Mike Dolan): Lending to Italy for a century
• 매경(박봉권): 탈원전 폭주, 정권의 급소를 찌르다
• 한경(이동근): 탄소중립, 달라진 게임의 법칙
• 경향(손제민): 시급하게 논의해야 할 원전 문제
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